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BerganKDV Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

BerganKDV Wealth Management’s Portfolio EPI Stock Details EPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-451
Closed -$9K – 930
2020
Q2 		$9K Buy
+451
New +$8.21K ﹤0.01% 551

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DCM
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Morgan Stanley
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SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

BerganKDV Wealth Management's EPI Position: Q3 2020 in Review

BerganKDV Wealth Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2020, closing a stake of 451 shares — an estimated $9K sold.

BerganKDV Wealth Management first reported a position in EPI in Q2 2020 and held it in 1 quarter. The position peaked at $9K in Q2 2020. 111 funds tracked by Wall St. Rank hold EPI as of Q3 2020.

  • BerganKDV Wealth Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 451 WisdomTree India Earnings Fund ETF shares in Q3 2020, an estimated $9K.
  • BerganKDV Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q2 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $9K in Q2 2020.
  • 111 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2020.

Based on BerganKDV Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.